Financial Analyst II - IT

Come build the next-gen fintech at Zelle®, where we're relentlessly focused on empowering prosperity in all its forms.

From fast money movement for over 100 million people who can access Zelle® directly through their banking app to new account opening and beyond - we make a difference in the lives of consumers and businesses every day and enable them to live their best financial lives. And we're only getting started.

With a new, state-of-the-art HQ opening this year in Scottsdale, AZ - plus growing presences in San Francisco and Chicago - we're entering our next big chapter.

Make your mark on what's next in fintech with Zelle®.

Overall Purpose

The Financial Analyst plays a key role on the Financial Planning and Analysis ("FP&A") team focusing on the Technology segment. This dynamic hands-on role drives financial/operational forecasts and analyses that illuminate business performance and enable executive decision making.

Essential Functions

• Leads analyses and development of driver-based financial models and forecasts with guidance from subject matter experts. Scope may be broad-based and include product revenues by customer, operating expenses and related allocations, staffing requirements, and capital expenditures
• Builds deep familiarity with assigned subject matter in order to illuminate key financial/operational drivers of revenue/expense and provides actionable insights to management, illuminating the story behind the numbers
• Synthesizes large quantities of data to recognize patterns and call out insights. Applies statistical and visualization methods for highlighting critical variables when testing hypothesis/scenarios
• Participates in annual budget and monthly rolling forecast creation, coordinating with designated cross-functional team members and budget owners to complete respective deliverables on time
• Produces monthly Financial Management Reports with accompanying variances analysis narrative and supporting analytical schedules to efficiently communicate the performance against key indices (e.g., Budget, Last Year and Last Forecast) and key drivers (e.g., price, volume).
• Reviews financial/operational results with assigned owners in order to maximize performance accountability
• Proactively contributes to departmental efficiency by improving processes and leveraging progressive technologies for automation and data visualization/reporting
• Acts as a liaison between Billing, Finance, and Accounting to support the monthly close process, contributing to the accuracy across financial statements. Requires general knowledge of GAAP rules
• Prepares a variety of regular and ad hoc financial reports/statements for management's review, inclusive of procuring and validating data from multiple sources
• Prepares presentation materials including graphs, charts, and data summaries needed for management meetings and may present findings as appropriate
• Support the company's commitment to risk management and protecting the integrity and confidentiality of systems and data

Minimum Qualifications

• Education and/or experience typically obtained through completion of a Bachelor's degree in Accounting, Finance or related fields
• Two or more years of relevant work experience (e.g. FP&A, investment banking or corporate development)
• Outstanding business/financial modeling, analytical and quantitative skills; able to resolve business problems with well-structured analyses communicated in an effective manner
• Familiar with common capital budgeting techniques such as NPV, IRR, Payback Period and ROI
• Proven budgeting/forecasting experience
• Strong knowledge of MS Excel, PowerPoint and related MS Office programs
• Excellent general organizational, problem solving, and communication skills
• Background and drug screen

Preferred Qualifications

• Experience with the following, or analogous software, Adaptive Insights (financial planning), Tableau (dashboarding and data visualization), Planview (project management), Salesforce.com (CRM), Business Objects (BI Reporting) and MS Dynamics/GP (GL)
• Experience with pricing, cost accounting and managerial statistics a plus
• Prior financial modeling experience in a Technology/Information Services environment

Employee must be able to perform essential functions and physical requirements of position with or without reasonable accommodation.

Physical Requirements

Working conditions consist of a normal office environment. Work is primarily sedentary and requires extensive use of a computer and involves sitting for periods of approximately four hours. Work may require occasional standing, walking, kneeling, and reaching. Must be able to lift 10 pounds occasionally and/or negligible amount of force frequently. Requires visual acuity and dexterity to view, prepare, and manipulate documents and office equipment including personal computers. Requires the ability to communicate with internal and/or external customers.

The above job description is not intended to be an all-inclusive list of duties and standards of the position. Incumbents will follow instructions and perform other related duties as assigned by their supervisor.

Some of the Ways We Prioritize Your Health and Happiness

• Healthcare Coverage - Competitive medical, dental, and vision plans as well as pre-tax savings through flexible spending accounts (FSA) for commuting, health & dependent care expenses.
• 401(k) Retirement Plan - Featuring a 100% Company Safe Harbor Match on your first 5% deferral immediately upon eligibility.
• Parental Leave - 12 weeks paid leave plus access to Maven Maternity
• Paid Time Off - Unlimited Time Off* starting on Day 1, plus 11 paid company holidays
• Employee Assistance Program - Resources and tools to help you and your family find a solution to whatever life throws at you.

And SO much more! We continue to enhance our program, so be sure to check our Benefits page here for the latest.

*Unlimited Time Off available to regular, full-time exempt roles only. Our team can share more during the interview process!

Early Warning Services is an Equal Opportunity employer. All qualified applicants and employees will receive consideration for employment without regard to race, color, religion, religious creed, ethnicity, ancestry, national origin, sex, pregnancy, age, marital status, sexual orientation, gender identity or expression, citizenship, ancestry, disability, veteran status, genetic information or any other characteristic protected by law.